Senior Tax Accountant Asset Preservation Wealth & Tax Lake Oswego, OR Job Details Full-time $110,000 - $140,000 a year 18 hours ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance 401(k) matching Opportunities for advancement Flexible schedule Life insurance Qualifications Customer communication Confidential information handling Law CPA Interviewing clients In-person customer service Income tax planning Doctor of Law (JD) Analysis skills Attention to detail Accounting State tax return preparation Accounting Financial compliance Full Job Description Job description

IMMEDIATE OPENING

for a Senior Tax Accountant with CPA credentials earned. You will be working in a fast-growing Wealth Management firm, preparing various types of tax returns and tax projection scenarios. We offer a clear career path with opportunities for advancement and professional development. If you want to be part of a fast-paced, fun company with much room for growth, we may be the place for you! In this role, you will collaborate closely with financial advisors on tax planning and compliance matters, including the preparation and review of tax returns. The ideal candidate will possess strong communication skills and extensive technical expertise working with business entities, trusts, and high-net-worth individuals. The candidate must have a minimum of 5-7 years' experience preparing federal and state individual, trust, estate, and business returns. You must be knowledgeable about the latest legislation and regulations, detail-oriented, comfortable analyzing tax data, interviewing clients, reviewing tax forms for completeness and accuracy, and ensuring the highest standards of confidentiality and customer service. This role is an in-person tax preparer intended to be present in the office to meet with clients. A This role will be based in our Portland office but may cover tax needs at another office. Successful candidates will possess an active CPA license, a degree in Accounting or Finance, and demonstrated experience providing tax compliance and planning services. Strong technical tax knowledge and attention to detail are essential for this role. Responsibilities 5-7 years preparing high-net-worth individual, business, and trust tax returns. Interviewing clients Friendly and pleasant demeanor Work with advisors to provide tax-efficient solutions to client needs Draft client and advisor communications on behalf of the tax department Stay informed on industry developments and changes in regulations Quarterly estimated payments calculations and year-end tax planning Skills Proven work experience in tax accounting Thorough knowledge of accounting and taxing authority procedures Experience with UltraTax, and CS Planner, a plus Intermediate or better Excel knowledge to work with data quickly Tax planning experience Excellent analytical skills with attention to detail Integrity, with an ability to handle confidential information Self-sufficient work ethic to take on and follow through on tasks independently

Job Types:

Full-time Pay:

$110,000 -$140,000 per year

Benefits:

Dental insurance Health insurance Vision insurance Life insurance Flexible schedule 401K 401K match Paid time off

Schedule:

Monday to

Friday, Standard Tax Hours Experience:

Tax Preparation:

5-7 years (Required)

License/Certification:

CPA, JD or Enrolled Agent (Required) Ability to

Relocate:

Portland, OR 97035: Relocate before starting work (Required)

Work Location:

In person,

In Office Job Type:

Full-time Pay:

$110,000.00 - $140,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Vision insurance

Experience:

Tax:

5 years (Preferred)

Accounting:

5 years (Preferred)

License/Certification:

CPA, E.A., JD

(Required)

Work Location:

In person